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@SaItinerant Avatar @SaItinerant RandomItinerantSA

RandomItinerantSA posts on X about $mstr, mstr, stocks, $btc the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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Social Influence #

Social category influence finance stocks cryptocurrencies technology brands countries

Social topic influence $mstr #342, mstr #244, stocks, $btc #3609, $ivnto, $3661tw #8, $mrvl #75, $btu, $metc, $glenl

Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Marvell Technology Inc (MRVL) BTU Protocol (BTU) Ramaco Resources, Inc. Common Stock (METC) Flare (FLR) Baytex Energy Corp. (BTE) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Alliance Resource Partners LP (ARLP) Soil (SOIL)

Top Social Posts #

Top posts by engagements in the last XX hours

"$MSTR and the other leveraged $BTC treasury co's will probably be at the heart of the next bitcoin meltdown like FTX was last time. But before that happens $BTC has a good chance to go up 2x-3x and $MSTR a lot more. I want to be on board for that. (cont'd)"
X Link @SaItinerant 2025-10-15T15:34Z XXX followers, XX engagements

"@marketplunger1 I got Ivanhoe $IVN.TO with their massive new PGM mine in S. Africa ramping up operations now. Not a pure play on PGMs but it'll do nicely. Up X% today so far :)"
X Link @SaItinerant 2025-10-08T14:46Z XXX followers, XXX engagements

"Alchip might find out the hard way how much it p*sses off AWS when they talk so much and so loudly about what they think AWS will do in its Trainium program. Bad enough if they only talk about their role; so much worse when they speculate on what AWS will do with others ($MRVL)"
X Link @SaItinerant 2025-09-03T12:24Z XXX followers, XXX engagements

"If global #macro is in the dumps & about to get worse due to tariffs as most of the finance pros & gurus on here tell us then why are Korean heavy industry stocks on fire rn E.g. the major ship builder HD Korea S.O.E. $009540.KS:"
X Link @SaItinerant 2025-06-10T15:43Z XXX followers, XXX engagements

"@rwang07 Indeed he did and Matt Murphy was more forthcoming with replies this time. Does it change your views on MRVL vs Alchip for AWS Trainium program"
X Link @SaItinerant 2025-09-29T03:33Z XXX followers, XXX engagements

"@NuggetCapital @ManitobaCanuck Why is Peters & co loading $BTE shares now (if they really are) If they are involved in arranging some kind of deal involving BTE wouldn't that be insider trading"
X Link @SaItinerant 2025-10-08T21:21Z XXX followers, XXX engagements

"@insane_analyst Check the price action in Alchip shares today to see what the market thought about this exciting news ;)"
X Link @SaItinerant 2025-10-02T12:01Z XXX followers, XXX engagements

"@neilksethi That's exactly my portfolio at present: barbell of resource stocks & cheap cyclicals on one end; cheap/reasonable AI stocks on the other (yes a v. cheap & good AI stock exists - its called $MRVL. Also $COHR & $LITE still quite reasonably priced vs their outlooks.)"
X Link @SaItinerant 2025-10-04T14:00Z XXX followers, XXX engagements

"@marketplunger1 Bought a bunch of them earlier this year after Trump started talking about "beautiful coal" and @gorozen mentioned that historically coal always leads in commodity supercycles. The timing was fortuitous $BTU $METC $GLEN.L"
X Link @SaItinerant 2025-10-01T20:24Z XXX followers, XXX engagements

"For the cynics who say that long oil/energy stocks is no longer a contrarian bet this is the reality: Shorting of energy equities continues to be at the highest in years: #oott"
X Link @SaItinerant 2025-10-12T12:25Z XXX followers, XXX engagements

"@majdav_ @marketplunger1 Peabody $BTU & Glencore $GLEN.L were actually the only coal names I knew and both looked undervalued when I bought in July. I don't know $ARLP or the others. $METC came on my radar as a Fluor shareholder when $FLR issued a +ve assessment of viability of $METC's rare earth mine"
X Link @SaItinerant 2025-10-02T08:07Z XXX followers, XXX engagements

"@CRUDEOIL231 A tragedy indeed and shows how difficult & dangerous block mining is. But a boon for copper price & other producers. My $IVN.TO up XX% today and my $SLS.TO (which hasn't even built a mine yet but will have an open pit mine) up X% at multiyear high"
X Link @SaItinerant 2025-09-24T18:12Z XXX followers, XXX engagements

"@Jukanlosreve Alchip shares down X% today in Taipei after declining XX% in the past month. Seems the market is not persuaded by this note. Anyway it doesn't exclude the likelihood of AWS dual sourcing T3 & T4 with MRVL and Annapurna/Alchip as the two sources"
X Link @SaItinerant 2025-10-02T11:57Z XXX followers, XXX engagements

"A revival in economic growth is underway & will be helped along by Fed rate cuts. This will boost liquidity in the months ahead which is what $BTC $MSTR needs most to go up. - Bullish setup for the medium term at least although in the short term anything can happen. (/end)"
X Link @SaItinerant 2025-10-15T15:39Z XXX followers, XXX engagements

"Actually there is no need to pay off all of Baytex's debt. Paying off half of it would be fine and that might be the best path"
X Link @SaItinerant 2025-10-12T11:43Z XXX followers, XXX engagements

"LNG Canada Phase X FID looks definite for next year Yay An extra 2bcf/d gas demand. Should be done in X years after FID. Bullish for CDN natgas producers esp. $TOU. Also bullish for the LNG Canada project managers Fluor $FLR & JGC Corp $1963.T assuming they get Phase X too"
X Link @SaItinerant 2025-09-06T11:46Z XXX followers, XXX engagements

"@ManitobaCanuck @NuggetCapital I certainly didn't expect to see BTE trading at $3.50+ with WTI crude down near $XX. But there are a bunch of CDN smid oil E&Ps including BTE going up strongly now in what seems to be a rerating-driven rally which I trace to the IEA's "no oil peak afterall" announcement"
X Link @SaItinerant 2025-10-09T02:39Z XXX followers, XX engagements

"@NuggetCapital Long $SOIL & $SDE. The folks behind Spartan have a track record of smart deals of which Spartan is the latest. But I'm expecting to make even more $ on $SOIL over the long term so it gets my vote"
X Link @SaItinerant 2025-10-07T12:58Z XXX followers, XXX engagements

"Long $MSTR now for a degen trade :) The leveraged long positions were thoroughly flushed in the #crypto bloodbath last Friday and now everyone is fearful & buying downside protection - Perfect setup Maybe a pullback first & I will BTFD. (cont'd)"
X Link @SaItinerant 2025-10-15T15:28Z XXX followers, XXX engagements